How PPM Lawyers Work to Keep Clients Informed, Safe & Satisfied

Introducing Keep The Client^TM by
PPM LAWYERS

A flat-fee, white-label-friendly solution built for solo and small law firms that occasionally serve clients who may wish to explore raising capital from investors. Keep the Client provides a reliable way to support those clients, retain the relationship, and generate revenue for your firm without taking on the complexity or liability of practicing securities law.

We structure the deal, draft the PPM (Private Placement Memorandum), subscription documents, and do the SEC/state filings.
You keep the client, the credit, and the revenue
No risk, no poaching, no guesswork

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White-Label

We do the work behind the scenes and you take the credit and the fees.

Co-Counsel

You remain the lead under your terms. We serve as co-counsel, working directly with your client solely on the PPM-related legal matters.

Referral

You refer the client, earn a referral fee, and you keep the client. We only handle the PPM-related legal work—nothing more—and we’re happy to put that promise in writing.

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What is a PPM?

A Private Placement Memorandum (PPM) is a formal legal disclosure document your client may need when raising money from investors. It describes the investment opportunity, the risks, the deal structure, and legal disclaimers that protect both your client and their investors.

Common Scenarios when a PPM is Needed:

A real estate investor pools money from multiple passive investors to buy an apartment complex.
A startup wants to raise $500,000 from angel investors in exchange for convertible notes.
A client starts a crypto, private equity, or real estate fund with outside limited partners.
A small business wants to raise money from friends and family who won’t be involved in daily operations.

In these cases, the SEC will likely consider the offering a sale of securities. Even if it’s exempt from registration, your client still needs to comply – and that’s where we come in.

Common Questions

What exactly is Keep the Client?

Keep the Client is a flexible solution for solo and small law firms who occasionally have clients needing a Private Placement Memorandum (PPM) or securities offering documents. We step in to handle the PPM work — either discreetly on your behalf, collaboratively as co-counsel, or independently as a referral — so that you can retain the client relationship, protect your reputation, and monetize work that might otherwise walk out the door.

How do I make money if I use this program?

You can choose from three engagement models:

White Label: You bill your client directly, and we perform the work behind the scenes. You’re free to upsell or package our services within your own fee structure.
Co-Counsel: You maintain the primary relationship and either bill the client or let us handle it. You guide the process while we handle the PPM legal work.
Referral: Simply refer the client to us, and we pay you a referral fee of 10% and up, depending on size of the matter and the volume of matters referred.

Can I stay involved in the matter if I refer it?

Yes, as with the Co-Counsel or White Label models, you can remain fully involved. Even in Referral matters, we are careful to respect your client relationship and only provide securities law services. We do not offer general counsel or poach clients.

Do you offer a formal engagement or compliance process?

Yes. We prepare an engagement agreement (based on the chosen model), and follow a documented workflow. This includes intake, strategy sessions, drafting, review, and all filings. Everything is built to be ethical, efficient, and professional.

How do I get started?

Schedule a call with us right away using the Schedule button below. We’ll walk you through the options, answer your questions, and get you set up to support your clients confidently and compliantly.

Let’s Help You Keep the Client

Don’t lose the relationship or the revenue just because your client needs a PPM.